As a Director of Wealth Management, Noma brings her 13+ years of experience providing advanced financial planning and wealth management counsel to Callan Capital clients. She acts as the day-to-day point of contact for clients and ensures that they remain on track to achieving their financial goals.
Noma received a B.S. in Business Administration from Pepperdine University and her MBA from Loyola Marymount University. Noma also currently holds the CFP® designation.
Before joining Callan Capital, Noma helped provide custom wealth management solutions to high-net-worth individuals, trusts, foundations and endowments at Capital Group Private Client Services. Noma has also previously held the roles of Corporate Trust Relationship Manager and Trust Administrator at BNY Mellon.
Noma, her husband, their toddler son and one -eyed chihuahua are recent transplants to the Houston, TX area from Los Angeles, CA. They look froward to exploring their new home state and getting involved in the community.